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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I am looking to deploy cash sitting in my TFSA. I have "full" positions in NVDA, SHOP and GOOG. "Partial" positions in BN, CLS, BANK, NBIS, RKLB and PNG. And finally, "starter" positions in HOOD, GLXY and App.

1) Would you be comfortable with the overall balance in the account?
2) Would you deploy the funds into 2 or 3 of the existing holdings and if so, which ones?
3) Would you start a new position(s) to increase diversity and if so where would you go?
4) Would you eliminate any of the current position dues to overlap or other reasons?

Thanks,
Terry
Read Answer Asked by Terry on April 15, 2026
Q: Hello team,

Have your views changed since Nvidia invested $2 billion in MRVL and announced a partnership in March 30th to connect Marvell Technology to its AI data center and AI-RAN. The two also will work together on AI networking, including optical interconnects and silicon photonics.

Since then MRVL has gone from $87 to $128. Time to buy some?

Thank you for your extraordinary investment insight!
Read Answer Asked by Saeed on April 13, 2026
Q: How large is YOUR AI exposure? Obviously I’d like to maximize my return before it takes a big hit. What will you be looking for when considering moving on from this theme? Should I choose a different approach and hold for the long term regardless?

I have NVDA, CLS, NBIS, MU And TER. Each being 5% of my overall holdings.

Your overall thoughts on my exposure ?

Thank you
Read Answer Asked by Nick on April 12, 2026
Q: Just a followup of my previous question, you have no problem to Add for these names at current level. Just wondering for how long you think to hold them? What are the signs that I need to sell?

Thanks in advance!
Read Answer Asked by Jane on April 09, 2026
Q: Hi,

Further to my question - which mega cap will be a good addition to this group of RESP?

Thanks again.
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Q: My kids RESP currently hold CSU, SHOP, SIS, ATZ, XIC, BN, PNG, VTI. CSU was purchased at $3,250 and SHOP at $210. Is it wise to average down now or is there another one or two that will be good to add to this mix?

Thank you!

5i Research Answer:
We think it is a good mix of companies. Maybe adding one or two of the mega caps could make sense but overall we would be fine with picking away at these names after recent market weakness.
Read Answer Asked by Jacquelyn on April 09, 2026
Q: Hi, 5i team
I have been holding these US stocks for several years. Do you think they are good for long term holding?
Are these company worth adding positions in recent pullback? If so, what entry points you recommend for them?
Any one you think is a "sell" just in case?

Thanks
Read Answer Asked by Jane on April 06, 2026
Q: I currently hold a 2% position in GOOG in my TFSA and looking to deploy new funds amounting to 1,5%. Debating between adding to GOOG or diversifying with new position into NVDA. Which do you consider to have long term growth from these levels? Thank you.
Read Answer Asked by Tony on April 01, 2026
Q: What is your top 5 US buys in order at today's price for each
Small cap
Mid cap
Large cap

Thank you
Read Answer Asked by Nick on March 31, 2026
Q: Do you see many blatantly mispriced equities in the North American market today?Granted there have been strong price pullbacks in several sectors but could some of this just be multiple contraction on overpriced stocks that investors were previously chasing to overpriced levels?

I'd like to ask if you have 2 ideas of Mega or Large Cap US Technology stocks that are blatantly mispriced (too cheap to explain) and also the same for 2 Non Tech US or Canadian stocks Large Caps.

Thx for your help.
Read Answer Asked by Craig on March 31, 2026
Q: I hold positions in these companies. I think it is a little unfair to ask what would be good entry points for these companies in this market but could you indicate in what order would you be buying these stocks today? Is there any you would not buy?

Thank you
Tim
Read Answer Asked by Timothy on March 30, 2026
Q: 1. what is your best metric that you use to value these 4 companies? 2.what is this metric currently? 3. what is the PEG for each company.? 4. rank in order for capital appreciation over next 3 years thanks Richard
Read Answer Asked by richard on March 30, 2026
Q: Our core long-term holdings - not full positions. Please advise those that could add to full positions, hold or sell or those that you would replace with better potential. Please rank.
Read Answer Asked by sam on March 30, 2026
Q: Overall, my portfolio is very balanced, but I have gone with higher growth in my TFSA. I hold GOOG, META, NVDA, NBIS, BN, AXON, MELI, LMN, and ZEO. What is the max percentage of the TFSA that you would hold in GOOG and NVDA? Could you suggest some new stocks with good momentum that would balance out my holdings? Thanks.
Read Answer Asked by Kim on March 30, 2026
Q: hi
assuming further downside in the markets, and potential longer term effects on global economy from most recent unprovoked Israel/USA attacks on Iran/Middle East, can I get your response for these 8 equities. please provide a buy/sell/hold recommendation, and a price to BUY for each. if your price to BUY is today's price, can you add another BUY price target that is lower than todays price, that considers the chart and fundamentals.
cheers, Chris
Read Answer Asked by chris on March 27, 2026
Q: I am up over 800% NVDA which is starting to make up a substantial part of my portfolio. I am 5 years from retirement. would you let it ride? How much more is left in the tank here for NVDA?

OR would you sell off a portion of profits here and if so which solid dividend paying US stocks (hold and forget) would you purchase with the proceeds (maybe name 2 or 3).

Thank you !
Read Answer Asked by Darrin on March 26, 2026
Q: I am wondering about your thoughts on AMD. It’s P/E ratio is 83, and there is a big gap on the chart last October in the $160-200 range. I have held it for a long time and I’m happy with the overall gain, but I am surprised at the volatility. I have a half position in it, which was originally a quarter position. So I can’t say as I’m unhappy with it, but I have never had the conviction to go to a full position. Based on a long term objective, can I have your thoughts on whether I should move on, hold, or go to a full position?
Read Answer Asked by Gordon on March 26, 2026
Q: I hold balanced positions in Google, Microsoft, META, Apple, Netflix, NVDA and Amazon. They have all pulled back.

What order would you be adding to these positions?

Are there any that you would not be adding too in the current volatile market?

Thanks
Tim
Read Answer Asked by Timothy on March 25, 2026
Q: With the recent news and huge share price drop due to "indictment charging several individuals, including a Super Micro co-founder and board member, a sales manager, and a contractor, of “conspir[ing] to divert billions of dollars” of servers illegally to China in violation of export controls"

1) Is this a good buying opportunity if the investing time horizon is 3+ years?
2) does this recent news affect the future earnings potential of this company?

Thanks in advance.
Read Answer Asked by Nghi on March 25, 2026
Q: What companies present an oppurtunity purchase during this war turmoil? Assuming the Iran war ends in 2-4 months
Read Answer Asked by Mark on March 20, 2026
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